City State Bank’s iShares US Regional Banks ETF IAT Stock Holding History

City State Bank’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.3K	Hold	1,050	–	–	0.02%	325
2026 Q1	$56.5K	Hold	1,050	–	–	0.01%	334
2025 Q4	$57.9K	Hold	1,050	–	–	0.02%	325
2025 Q3	$55.2K	Sell	1,050 -50	-5%	-$2.61K	0.02%	333
2025 Q2	$54.5K	Hold	1,100	–	–	0.02%	327
2025 Q1	$51.3K	Hold	1,100	–	–	0.02%	331
2024 Q4	$55.4K	Sell	1,100 -50	-4%	-$2.58K	0.02%	311
2024 Q3	$54.7K	Hold	1,150	–	–	0.02%	317
2024 Q2	$47.7K	Hold	1,150	–	–	0.02%	314
2024 Q1	$50K	Sell	1,150 -225	-16%	-$9.23K	0.02%	307
2023 Q4	$58K	Hold	1,375	–	–	0.03%	283
2023 Q3	$46K	Sell	1,375 -100	-7%	-$3.6K	0.03%	301
2023 Q2	$50K	Buy	1,475 +200	+16%	+$6.72K	0.03%	295
2023 Q1	$46K	Buy	1,275 +375	+42%	+$17.5K	0.03%	291
2022 Q4	$43K	Buy	900 +800	+800%	+$39.3K	0.03%	286
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	525
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	531
2022 Q1	$6K	Buy	+100	New	+$6.34K	﹤0.01%	536

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

City State Bank's IAT Position: Q2 2026 in Review

City State Bank held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 1,050 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #325.

City State Bank first reported a position in IAT in Q1 2022 and has held it in 18 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

City State Bank held 1,050 shares of iShares US Regional Banks ETF worth $65.3K as of Q2 2026.
City State Bank left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.02% of City State Bank's portfolio in Q2 2026, its #325 holding.
City State Bank first reported a position in iShares US Regional Banks ETF in Q1 2022 and has held it in 18 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.